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AI-Agents for Proposal Management working with Kintone

kintone is a fully integrated social collaboration and customizable business application cloud platform that allows internal and external teams to solve business process inefficiencies through database and work flow-driven custom apps, communication and collaboration. kintone can be used for custom CRM, Project Mangement, SCM and much more.

Draft Business Proposal

Build proposal drafts with priced scope and open questions.

You get a business proposal draft with costs tied to your service rates and open questions ready for your review.

Draft Business Proposal

Prepare branded proposals with agreed scope and approved pricing.

Your business proposal starts with your call recap and lands in your proposal workspace as a draft with the pricing you approved.

Attach Approved Scope

Put the reviewed scope on the draft quote for approval.

Your draft quote carries the scope version your team signed off, so approvers can review the right file.

Compare Deal Terms

Mark changed quote terms for the next approval review.

See where a revised quote differs from the deal before your reviewer decides. Find the details on the quote and in team chat.

Published by Approvals Essentials

Merge Proposal PDFs

Merge proposal and supporting PDFs in the order the deal lists.

Get your proposal and supporting PDFs together in the shared account folder, with a link on the deal for your team.

Review Proposal Revisions

Link revised proposals to prior decisions and open a new review.

Your delivery manager sees changed proposal terms and a pending review before the team moves forward.

Assign Proposal Revision Tasks

Put rejected proposals back on the owner's task list with a direct link.

Your proposal owners get a revision task in their task list. They can open the proposal and see the reviewer's reason when provided.

Merge PDFs for Review

Combine proposal sections into one PDF for review.

Your reviewer gets a single PDF in the order you set, with the finished packet attached and linked on the project task.

Draft Client Proposals

Build proposal drafts from requirements and approved pricing.

Your client proposal starts as a draft in your chosen template, with the buyer's needs and approved prices ready for your review.

Draft RFP Answers

Draft cited RFP answers and flag gaps for the proposal team.

Give proposal writers a cited draft for assigned RFP questions, with uncertain claims called out before review.

Rewrite Draft Sentences

Rewrite proposal sentences while preserving their intended claims.

Get sentence rewrites that fit your draft, paired with the originals on your request page so you can paste them into place.